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United Asset Strategies, Inc.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on PEP, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 47,916 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,916 shares
    Change vs previous 13F +19,060 shares

    0.46% of the 13F portfolio, value $6,487,872.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,856 shares
    Change vs previous 13F +5,373 shares

    0.36% of the 13F portfolio, value $4,481,018.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,483 shares
    Change vs previous 13F -1,696 shares

    0.26% of the 13F portfolio, value $3,370,194.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,179 shares
    Change vs previous 13F +3,716 shares

    0.28% of the 13F portfolio, value $3,536,142.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,463 shares
    Change vs previous 13F +551 shares

    0.24% of the 13F portfolio, value $2,833,932.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,912 shares
    Change vs previous 13F +8,517 shares

    0.29% of the 13F portfolio, value $3,135,476.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,395 shares
    Change vs previous 13F +303 shares

    0.17% of the 13F portfolio, value $1,884,789.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,092 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,056,251.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).